Microfinance Loan Impact Assessment Form

Demonstrate Real Impact to Your Microfinance Donors

For microfinance nonprofits, showing tangible impact isn't just good practice—it's essential for maintaining donor trust and securing future funding. This Microfinance Loan Impact Assessment Form helps you systematically capture borrower success stories, track business growth metrics, measure job creation, and monitor repayment rates, all in one comprehensive tool.

Why This Template Works for Microfinance Organizations

Traditional impact reporting often relies on spreadsheets, disconnected surveys, and manual data compilation. This Paperform template streamlines the entire process by creating a professional, mobile-friendly form that borrowers can complete themselves or that loan officers can use during check-in visits.

The form captures both quantitative metrics (revenue growth, jobs created, loan repayment status) and qualitative insights (personal stories, challenges overcome, future goals), giving you the complete picture donors want to see. With conditional logic built in, the form adapts based on repayment status and business performance, ensuring you gather the most relevant information without overwhelming respondents.

Automate Your Impact Reporting Workflow

Once your borrowers submit their impact data, you can use Stepper to automatically route information to your CRM, compile it into donor reports, flag at-risk loans for follow-up, or trigger celebration emails for major milestones. Connect submissions to Google Sheets or Airtable for easy analysis, or push data directly to your impact dashboard.

For organizations that need borrower agreements or consent forms alongside impact assessments, Papersign lets you seamlessly collect eSignatures on photo release forms or data sharing agreements, keeping everything connected to the original submission.

Built for Teams That Value Every Story

Whether you're a small community development organization or a growing international microfinance nonprofit, this template helps you honor each borrower's journey while building the aggregate data your board and donors need. The form is designed to feel respectful and celebratory rather than extractive—focusing on achievements and growth while also capturing honest challenges.

Paperform's intuitive editor means your team can easily customize questions, translate the form into local languages, adjust the branding to match your organization, and embed it on your website or share it via WhatsApp, email, or SMS. With Paperform's SOC 2 Type II compliance and robust security, you can collect sensitive business and financial data with confidence.